comparemela.com

Latest Breaking News On - Vince morris - Page 11 : comparemela.com

OneDigital RIA acquires $6B Fiduciary Plan Advisors

OneDigital RIA acquires $6B Fiduciary Plan Advisors
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

OneDigital Announces $70 Million Commitment to BUILD ASSET MANAGEMENT To Be Deployed in Builds Conservative Indexed Risk Control Strategy

Posted on 263 OneDigital Investment Advisors “OneDigital,” a registered investment advisor focused on corporate retirement plans with over $70 billion in assets under advisement, today announced that it has allocated $70 million to Build Asset Management (Build) to be deployed in Build’s flagship Conservative Indexed Risk Control™ strategy. Indexed Risk Control™ is a next gen risk mitigation strategy that seeks to provide investors with downside protection while still offering upside potential. Build will serve as a sub-advisor for OneDigital’s Risk Mitigation sleeve of the firm’s Personalized Portfolios solution. Personalized Portfolios is OneDigital’s advisor managed accounts (AMA) solution that has reengineered portfolio construction. The Risk Mitigation sleeve of this solution seeks to protect retirement portfolios from catastrophic losses, thereby providing individuals with greater assurance of be

OneDigital Announces $70 Million Commitment to BUILD ASSET MANAGEMENT To Be Deployed in Build s Conservative Indexed Risk Control™ Strategy

OneDigital scoops up Westminster Consulting to expand retirement plan business

OneDigital scoops up Westminster Consulting to expand retirement plan business OneDigital Investment Advisors acquired Westminster Consulting, OneDigital said in a news release Thursday. Terms of the deal were not disclosed. The acquisition of the Rochester, N.Y.-based registered investment adviser firm will add more than 71 retirement plans with $6 billion in plan assets to OneDigital s platform and strengthen OneDigital s retirement and wealth division, the news release said. As part of the transaction, Westminster partners Thomas Zamiara and Sean Patton will join OneDigital as senior vice presidents of retirement services. In addition, the entire Westminster team will join OneDigital in various locations.

© 2024 Vimarsana

vimarsana © 2020. All Rights Reserved.